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Company Analysis

CDW Corporation CDW

A comprehensive view of key metrics, scores, and financial health for CDW Corporation

Overview of CDW Corporation

CDW NMS
Technology Information Technology Services Framework: Software & SaaS Large Cap
CDW Corporation (CDW), is a Large Cap company, in the Information Technology Services industry, last closed at $129.83, about 460.9% undervalued vs fair value, -27.8% 1Y return, placing in the top 25% of its sector.
Metrics P/E 16.9× Rev Growth 6.8% ROE 43.0% Gross Margin 21.7% Div Yield 1.85%
USD 129.83
0.08%
(Delayed)
• Vol 90d: 57.6%
52-Week Range
Market Cap
$17.91B
Enterprise Value
$23.12B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Completeness: 82%
Confidence: 85%
Updated: Jul 5
Top Beats
No strong beats yet

Quick Facts

Website https://www.cdw.com
HQ Vernon Hills, IL
Employees 14,800
Fiscal year Dec 31

Next Events

Earnings Aug 5 Estimated

Fair Value Snapshot

Bear Base Bull
$664
$728
$803
Current: $129.83 +461% vs base

Engine Room Money Flow™

Large Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$22.4B
6.8%%
Gross Profit
$4.9B
5.9%%
Operating Income (GAAP)
$1.7B
0.3%%
Operating Cash Flow
$1.2B
-5.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
21.7%
Poor

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$981.6M
90.2% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
3
Active Leaks
0/3
Improving
0
High Impact
0
Critical
Locked Leak
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Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating CDW Corporation's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
56
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
64
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 97% Coverage
Trade-Off Triangle Visualization A ternary plot showing CDW's balance between Growth (31.8%), Profitability (36.8%), and Safety (31.4%). Growth 32% Safety 31% Profitability 37%

Click axes to expand details. Marker shows current allocation.

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Growth

38th percentile vs peers
38
Key Signals
Rev Growth YoY 6.8% 42p Def Rev Growth 8.8% 49p Revenue CAGR 3Y -1.9% 24p TSR -20.3% 37p EPS Growth YoY 1.3% 34p
Strengths
  • Superior capital returns - 2 return metrics above peer median
Risks
  • Growth below peer median (percentile: 38)

Profitability

44th percentile vs peers
44
Key Signals
Strengths
Risks
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Safety

37th percentile vs peers
38
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for CDW Corporation.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$728.19
- - -
+460.9% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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